SEC 13F Intelligence

Wealthtrust Axiom LLC / BAC

Wealthtrust Axiom LLC’s Bank America Corp Position

Does Wealthtrust Axiom LLC own Bank America Corp (BAC)? Yes135.4K shares worth $7M (+1.66% of its 13F portfolio) as of Q1 2026, down from 138.1K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
135.4K
% of Portfolio
+1.66%
Quarters Held
30
currently held

Position History BAC

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $6MQ2 ’19: $6MQ3 ’19: $6MQ4 ’19: $6MQ4 ’19Q1 ’20: $5MQ2 ’20: $5MQ3 ’20: $6MQ4 ’20: $6MQ4 ’20Q1 ’21: $6MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $6MQ3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $5MQ2 ’23: $5MQ3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $5MQ3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $7MQ2 ’25: $6MQ3 ’25: $6MQ4 ’25: $6MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026135.4K$7M+1.66%
Q4 2025138.1K$6M+1.53%
Q3 2025139.4K$6M+1.69%
Q2 2025141.6K$6M+1.83%
Q1 2025145.7K$7M+1.99%
Q4 2024142.9K$6M+1.73%
Q3 2024143.9K$6M+1.87%
Q2 2024131.1K$5M+1.78%
Q1 2024133.8K$6M+1.79%
Q4 2023135.4K$5M+1.68%
Q3 2023132.3K$4M+1.51%
Q2 2023141.1K$5M+1.70%
Q1 2023139.6K$5M+1.79%
Q4 2022135.8K$5M+1.83%
Q3 2022136.9K$5M+1.93%
Q2 2022115.9K$6M+1.97%
Q1 2022113.2K$6M+1.75%
Q4 2021112.8K$6M+1.83%
Q3 2021103.2K$5M+1.82%
Q2 2021102.7K$5M+1.76%
Q1 2021102.8K$6M+1.90%
Q4 2020103.9K$6M+2.02%
Q3 2020105.5K$6M+2.39%
Q2 2020107.0K$5M+2.32%
Q1 2020101.0K$5M+2.35%
Q4 2019104.4K$6M+1.95%
Q3 2019122.8K$6M+2.20%
Q2 2019125.0K$6M+2.10%
Q1 2019125.0K$6M+2.19%
Q4 2018126.0K$6M+2.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthtrust Axiom LLC’s full portfolio or all institutional holders of BAC.